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Crown Castle

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
676
Ranch Capital Advisors
Florida
$944K +$15K +111 +2%
Vontobel Holding
677
Vontobel Holding
Switzerland
$942K +$222K +1,643 +31%
CFGS
678
Concourse Financial Group Securities
Alabama
$932K +$47.6K +352 +5%
RIL
679
Rothschild Investment LLC
Illinois
$919K -$2.16K -16 -0.2%
TF
680
TIAA FSB
Florida
$915K -$127K -938 -12%
HBWM
681
Hollow Brook Wealth Management
New York
$915K +$80.5K +595 +10%
LWAM
682
Legacy Wealth Asset Management
Minnesota
$910K +$27.7K +205 +3%
HNW
683
High Note Wealth
Minnesota
$909K -$203K -1,502 -18%
CCM
684
Cox Capital Management
Massachusetts
$908K +$10.3K +76 +1%
SIM
685
Sterling Investment Management
Arizona
$907K -$53.4K -395 -6%
IIM
686
InTrack Investment Management
Vermont
$903K +$310K +2,296 +53%
FTDI
687
First Trust Direct Indexing
Massachusetts
$903K -$209K -1,545 -19%
MCM
688
Monument Capital Management
Virginia
$897K -$140K -1,034 -14%
SW
689
SVB Wealth
Massachusetts
$893K +$142K +1,047 +19%
BW
690
Bison Wealth
Georgia
$880K +$6.63K +49 +0.8%
IFG
691
Independent Financial Group
California
$872K -$59.5K -440 -6%
SSI
692
Scott & Selber Inc
Texas
$872K -$7.03K -52 -0.8%
CCA
693
Checchi Capital Advisers
California
$870K -$126K -930 -13%
EAMA
694
EFG Asset Management (Americas)
Florida
$867K +$54.1K +400 +7%
DF
695
Donoghue Forlines
Massachusetts
$867K +$480K +3,549 +125%
SS
696
Simplicity Solutions
Minnesota
$864K +$36.6K +271 +4%
PP
697
Patron Partners
Texas
$861K -$24.5K -181 -3%
WPA
698
West Paces Advisors
Georgia
$855K
IWC
699
Integrated Wealth Concepts
Massachusetts
$848K +$20K +148 +2%
PCIA
700
Prime Capital Investment Advisors
Kansas
$847K +$300K +2,220 +55%